Top Salesforce Trailhead Trails To Learn Common Salesforce Objects

The Salesforce ecosystem is a huge place that’s overwhelming to try and learn everything all at once. Luckily, Salesforce offers a great resource that breaks down the entire platform into easy to understand interactive learning activities: Salesforce Trailhead. Salesforce Trailhead contains Trails, guided learning paths, which contain Modules, specific topics, containing Units.

There are 111 Trails, 391 Modules, and countless Units, so the next question is where do you even get started with Salesforce Trailhead? The best way is to pick a concept or feature within Salesforce and tackle the Trail(s) related to it. If you’re new to Salesforce, start with the more basic concepts to understand the platform as a whole, and move on to advanced concepts when you’re ready.

To help, we’ve consolidated a list of the best and most helpful Salesforce Trailhead Trails and Modules to learn all about Salesforce Objects. Objects are an important building block to the Salesforce Platform. Once you understand them, you will be on your way to becoming a Salesforce Pro in no time! We’ve also included a couple of our favorite Trails to explore once you have mastered some of the fundamentals of Salesforce.

General Object Intro

Objects are the basis of the Salesforce platform. They hold all of your Salesforce information organized by Records. The following Module and Unit are a great place to start understanding what exactly Objects are and how you use them in Salesforce.

Module: Data Modeling Module

Unit: Understand Custom & Standard Objects Unit

After completing this unit, you’ll be able to:

  • Describe the perks of using objects on the Salesforce platform.
  • Explain the difference between standard objects and custom objects.
  • List the types of custom fields an object can have.

Leads & Opportunities

Lead and Opportunities are Standard Objects in Salesforce. They are also amongst the most commonly used objects as Leads help you track your prospective customers and Opportunities help you track sales and current deals your sales reps may be working on. The following Module and Unit will give you a  great overview into how you can use Leads and Opportunities in Salesforce today.

Module: Salesforce User Tour Module

Unit: Work With Leads and Opportunities Unit

After completing this unit, you’ll be able to:

  • Use the Lead Workspace to action your leads and move them toward conversion.
  • Use the Opportunity Workspace to do more in context, with fewer clicks.
  • Gain at-a-glance insights with accounts and contacts.

Accounts & Contacts

Accounts and Contacts are two other commonly used Salesforce Standard objects. Accounts track your current customers and their business, while a Contact tracks any person associated to that business. The Module and Units below will give you a great overview of how you can use Contacts and Accounts in Salesforce and how they relate to one another.

Module: Accounts & Contacts for Salesforce Classic

Unit: Get Started with Accounts and Contacts

After completing this unit, you’ll be able to:

  • Describe what business accounts and contacts are, and explain how they’re related.
  • Describe what a personal account is.
  • Add a new business account and associated contact.

Unit: Understand Account and Contact Relationships

After completing this unit, you’ll be able to:

  • Relate a single contact to multiple accounts.
  • Define a contact’s roles for each account it’s related to.
  • Create a hierarchy among related accounts.

Some of our other favorite Salesforce Trailhead Modules include:

Module: AppExchange Basics

A 45-minute crash course to learn about the AppExchange and how to navigate the sea of Salesforce Apps within it. Apps range from documentation tools like DocuSign to fully integrated Salesforce project management tools like Inspire Planner, and more.

 

Module: Competitor Tracking in Salesforce

This Module teaches you why knowing what your competitors are and aren’t doing matters and how to use custom fields on Opportunities to populate useful competitor tracking reports and dashboards.

Module: Alignment with Your Manager

This Module is not as Salesforce-functionality heavy as some others. Instead, it emphasizes what you can do to build a better working relationship with managers you may report to and how that can lead to future benefits for everyone. Also be sure to check out the most helpful Salesforce Trailhead Trails fit for Salesforce Users of any level!

Inspire Planner - Project Management in Salesforce Simplified

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